Free Trial
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free CGCP Stock Alerts

Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$21.32 +0.01 (+0.05%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$21.32 0.00 (-0.02%)
As of 10/14/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
268
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$359.58M
Get CGCP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Core Plus Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026Johnson Bixby & Associates LLC421,990$8.93M1.0%-33.9%0.108%
10/14/2026Tempus Wealth Planning LLC43,777$927K0.2%+2.1%0.011%
10/14/2026Investment Planning Advisors Inc.324,623$6.87M1.5%-5.4%0.083%
10/14/2026Lodestone Wealth Management LLC605,349$12.82M4.3%+15.5%0.154%
10/14/2026Fearless Solutions LLC dba Best Invest229,826$4.87M2.3%-5.1%0.059%
10/14/2026Trinity Wealth Management LLC95,772$2.03M0.6%+8.9%0.024%
10/13/2026McGlone Suttner Wealth Management Inc.1,558,975$33.00M3.8%+4.3%0.397%
10/13/2026Midwest Financial Network LLC68,529$1.45M1.1%-53.9%0.017%
10/10/2026Capital Planning LLC27,126$574K0.2%-4.0%0.007%
10/8/2026Farther Finance Advisors LLC339,870$7.20M0.0%-11.4%0.087%
10/8/2026CoreCap Advisors LLC15,144$321K0.0%+21.6%0.004%
10/8/2026Peterson Wealth Advisors LLC14,881$315K0.0%-8.6%0.004%
10/7/2026Venture Visionary Partners LLC83,853$1.78M0.0%+10.4%0.021%
10/6/2026Stewardship Concepts Financial Services LLC223,243$4.73M3.1%+13.1%0.057%
10/5/2026Olistico Wealth LLC11,473$243K0.1%+44.2%0.003%
10/1/2026 Stonebridge Financial Group LLC1,634,618$34.61M2.5%-23.4%0.416%
9/23/2026Envestnet Portfolio Solutions Inc.84,268$1.88M0.0%+13.7%0.022%
9/23/2026Envestnet Asset Management Inc.12,369,670$275.72M0.0%+7.7%3.164%
9/9/2026MCF Advisors LLC1,141,078$25.44M0.9%-0.2%0.298%
9/9/2026Capital Analysts LLC267,958$5.97M0.1%+34.7%0.070%
9/9/2026Integrated Wealth Concepts LLC34,374$766K0.0%+16.4%0.009%
9/9/2026RFG Advisory LLC46,047$1.03M0.0%+13.7%0.012%
9/9/2026NewEdge Advisors LLC485,321$10.82M0.0%+21.3%0.127%
9/9/2026IFP Advisors Inc149,983$3.34M0.1%+3.8%0.039%
9/9/2026Baird Financial Group Inc.2,416,606$53.87M0.1%+15.3%0.631%
9/8/2026Allworth Financial LP40,565$904K0.0%-6.9%0.011%
9/2/2026Citadel Advisors LLC163,537$3.65M0.0%-62.0%0.043%
8/25/2026January Capital Advisors LLC368,860$8.22M6.9%-37.9%0.096%
8/23/2026Studio Investment Management LLC265,518$5.92M1.0%+13.8%0.069%
8/23/2026Ameritas Advisory Services LLC62,484$1.39M0.0%+395.5%0.016%
8/23/2026Kintra Wealth LLC98,704$2.18M0.1%+124.3%0.026%
8/23/2026Endeavor Private Wealth Inc.150,444$3.35M0.8%+6.0%0.039%
8/23/2026Midwest Heritage Bank FSB1,376,977$30.69M8.7%+3.8%0.360%
8/23/2026Asset Allocation Strategies LLC40,932$912K0.1%+5.7%0.011%
8/22/2026Hopwood Nicholas Hunter122,804$2.74M0.8%N/A0.032%
8/22/2026Mann Financial Group Inc.42,475$947K0.8%-1.2%0.011%
8/22/2026Cornerstone Advisors Asset Management LLC171,672$3.83M0.5%+2.5%0.045%
8/22/2026Tudor Financial Inc.13,833$308K0.1%+3,540.3%0.004%
8/22/2026Concurrent Investment Advisors LLC22,742$576K0.0%N/A0.006%
8/22/2026Concurrent Investment Advisors LLC231,978$5.17M0.0%-4.1%0.061%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
8/21/2026Continuum Advisory LLC141,309$3.15M0.3%-0.6%0.037%
8/7/2026Trust Co. of Vermont4,027$110K0.0%N/A0.001%
7/10/2026Affiance Financial LLC369,532$8.24M1.2%+5.0%0.099%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors57,099$1.27M0.1%+9.7%0.015%
7/10/2026Wealthcare Advisory Partners LLC871,667$19.43M0.4%+16.5%0.233%
7/9/2026Wealthcare Capital Management LLC47,924$1.07M0.1%+6.2%0.013%
7/9/2026Adamsbrown Wealth Consultants LLC369,414$8.23M1.6%-5.5%0.099%
7/9/2026Breakwater Capital Group9,936$221K0.0%+7.2%0.003%
7/8/2026TrueWealth Advisors LLC52,074$1.16M0.3%+3.0%0.014%
7/8/2026Midwest Financial Network LLC148,737$3.32M2.3%-18.7%0.040%
7/8/2026Lincoln Capital LLC10,924$243K0.0%N/A0.003%
7/7/2026Trinity Wealth Management LLC87,946$1.96M0.6%+21.0%0.024%
7/7/2026Dynamic Advisor Solutions LLC96,566$2.15M0.1%+9.9%0.026%
7/6/2026 Stonebridge Financial Group LLC2,134,998$47.59M3.6%+3.5%0.572%
7/6/2026Trilogy Capital Inc.10,791$241K0.0%-19.3%0.003%
7/2/2026 CX Institutional1,550$35K0.0%N/A0.000%
6/4/2026Midwest Financial Network LLC182,987$4.09M3.2%-6.3%0.054%
6/3/2026NewEdge Advisors LLC400,168$8.94M0.0%+11.3%0.118%
5/27/2026Alpha Capital Advisors Inc. ADV331,524$7.41M7.0%+0.4%0.098%
5/27/2026Security Financial Services INC.27,185$607K0.1%+24.7%0.008%
5/26/2026Ruggaard & Associates LLC634,983$14.19M5.6%+1.6%0.187%
5/22/2026WNY Asset Management LLC4,208,726$94.02M9.7%N/A1.243%
5/21/2026J. Derek Lewis & Associates Inc.660,252$14.79M3.3%+3.9%0.195%
5/20/2026January Capital Advisors LLC594,252$13.28M17.9%N/A0.175%
5/20/2026Leigh Baldwin & CO. LLC208,060$4.65M3.0%+10.2%0.061%
5/19/2026Western Wealth Management LLC167,656$3.75M0.1%+31.9%0.049%
5/19/2026Bank of America Corp DE1,458,719$32.59M0.0%+44.0%0.431%
5/19/2026Centaurus Financial Inc.10,615$237K0.0%-10.9%0.003%
5/19/2026Cim LLC10,413$233K0.0%-8.0%0.003%
5/19/2026Arkadios Wealth Advisors55,603$1.24M0.0%+99.5%0.016%
5/18/2026EverSource Wealth Advisors LLC692,902$15.48M0.5%+11.4%0.205%
5/18/2026Royal Bank of Canada3,989,237$89.12M0.0%+12.4%1.178%
5/15/2026Gateway Wealth Partners LLC266,681$5.96M0.2%+449.3%0.079%
5/15/2026Stadion Money Management LLC627,733$14.02M1.4%+2.0%0.185%
5/14/2026CLG LLC159,323$3.56M0.9%+15.3%0.047%
5/13/2026Cetera Investment Advisers7,319,089$163.51M0.2%+12.5%2.161%
5/7/2026Carson Advisory Inc.18,139$405K0.2%+23.3%0.005%
5/7/2026Cornerstone Advisors Asset Management LLC167,533$3.74M0.6%+11.7%0.049%
5/6/2026Kera Capital Partners Inc.256,748$5.74M0.7%+1.2%0.076%
5/6/2026Advisortrust Partners LLC76,960$1.72M0.7%+10.2%0.023%
5/6/2026Assetmark Inc.116,158$2.60M0.0%+31.5%0.034%
5/6/2026Bessemer Group Inc.2,000$45K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC60,927$1.36M0.0%N/A0.018%
5/5/2026Ridgeline Wealth Planning LLC18,386$411K0.3%+5.5%0.005%
5/5/2026D.A. Davidson & CO.901,411$20.14M0.1%+1.6%0.266%
5/5/2026Compass Financial Group Inc.288,473$6.44M2.9%-0.8%0.085%
5/5/2026Bank of New York Mellon Corp26,942$602K0.0%N/A0.008%
5/5/2026Geneos Wealth Management Inc.281,626$6.29M0.1%+3.9%0.083%
5/5/2026Sterling Investment Advisors Ltd.16,121$360K0.1%+3.5%0.005%
5/5/2026Flynn Zito Capital Management LLC290,406$6.49M2.1%+22.3%0.086%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
5/4/2026NWF Advisory Services Inc.13,467$301K0.0%+13.0%0.004%
5/2/2026Diversify Wealth Management LLC972,363$21.79M0.4%+14.8%0.287%
5/2/2026Valmark Advisers Inc.2,084,059$46.56M0.6%+99.0%0.615%
5/1/2026Fifth Third Bancorp174,146$3.89M0.0%+12,137.9%0.051%
5/1/2026Sovran Advisors LLC628,910$14.05M1.1%+5.6%0.186%
5/1/2026EQ Wealth Advisors LLC36,260$810K0.5%-1.6%0.011%
4/30/2026Kestra Advisory Services LLC365,657$8.17M0.0%+1.3%0.109%
4/29/2026Richmond Investment Services LLC68,384$1.53M0.2%+15.0%0.020%
4/29/2026Cvfg LLC105,787$2.36M0.3%+42.3%0.032%
4/29/2026Greatmark Investment Partners Inc.141,824$3.17M0.4%+7.2%0.042%


CGCP Institutional Ownership - Frequently Asked Questions

During the previous two years, 345 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were Capital International Investors ($934.28M), LPL Financial LLC ($537.08M), Morgan Stanley ($416.27M), Wells Fargo & Company MN ($337.28M), Envestnet Asset Management Inc. ($275.72M), Cetera Investment Advisers ($163.51M), and Raymond James Financial Inc. ($138.30M).Learn more on Capital Group Core Plus Income ETF's institutional investors.

Of the 329 institutional investors that purchased Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($17.00M), LPL Financial LLC ($13.92M), Raymond James Financial Inc. ($6.11M), Envestnet Asset Management Inc. ($6.02M), WNY Asset Management LLC ($4.44M), Wells Fargo & Company MN ($3.97M), and Cetera Investment Advisers ($2.62M).

Institutional investors have bought a total of 63,797,257 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

Of the 87 institutional investors that sold Capital Group Core Plus Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Johnson Bixby & Associates LLC ($5.25M), Northwestern Mutual Wealth Management Co. ($4.45M), Adamsbrown Wealth Consultants LLC ($1.05M), Commonwealth Equity Services LLC ($696.39K), Investment Planning Advisors Inc. ($631.61K), Stonebridge Financial Group LLC ($500.38K), and Wood Tarver Financial Group LLC ($498.74K).

Institutional investors have sold a total of 15,952,056 shares in the last 24 months. This volume of shares sold represents approximately $359.58M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGCP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel